| 6/6/2025 | eCIO Inc. | 29,853 | $746K | 0.2% | N/A | 0.077% | |
| 5/15/2025 | Baird Financial Group Inc. | 416,332 | $10.40M | 0.0% | -3.1% | 1.072% | |
| 5/13/2025 | Ethic Inc. | 77,391 | $1.93M | 0.0% | +7.8% | 0.199% | |
| 5/9/2025 | Wealthspire Advisors LLC | 470,232 | $11.75M | 0.1% | +0.6% | 1.210% | |
| 5/9/2025 | iA Global Asset Management Inc. | 29,000 | $725K | 0.0% | -11.0% | 0.075% | |
| 5/7/2025 | Motco | 3,352 | $84K | 0.0% | +80.0% | 0.009% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 149,667 | $3.75M | 1.5% | -4.3% | 0.385% | |
| 5/2/2025 | Whittier Trust Co. | 20,261 | $506K | 0.0% | +20.5% | 0.052% | |
| 5/1/2025 | Gould Asset Management LLC CA | 20,700 | $517K | 0.1% | +18.3% | 0.053% | |
| 5/1/2025 | LRI Investments LLC | 9,326 | $233K | 0.0% | N/A | 0.024% | |
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| 4/30/2025 | Financial Gravity Asset Management Inc. | 4,885 | $122K | 0.0% | N/A | 0.013% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 47,700 | $1.19M | 0.0% | +12.3% | 0.123% | |
| 4/29/2025 | TD Private Client Wealth LLC | 48,540 | $1.21M | 0.0% | -13.5% | 0.125% | |
| 4/29/2025 | Bank of New York Mellon Corp | 588,734 | $14.71M | 0.0% | +3.4% | 1.515% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 75,382 | $1.88M | 0.2% | +0.9% | 0.194% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 10,645 | $266K | 0.1% | -14.5% | 0.027% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 76,916 | $1.92M | 0.0% | +1.9% | 0.198% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 73,290 | $1.83M | 0.0% | -22.2% | 0.189% | |
| 4/22/2025 | VERITY Wealth Advisors | 26,322 | $658K | 0.5% | +2.4% | 0.068% | |
| 4/15/2025 | Exchange Bank | 20,837 | $521K | 0.4% | +13.7% | 0.053% | |
| 4/15/2025 | CX Institutional | 33,816 | $845K | 0.0% | +65.5% | 0.087% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,977 | $99K | 0.0% | +64.5% | 0.010% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 345,998 | $8.65M | 0.4% | +15.0% | 0.883% | |
| 4/8/2025 | Parallel Advisors LLC | 20,828 | $520K | 0.0% | +11,667.2% | 0.053% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,422 | $35K | 0.0% | N/A | 0.004% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 32,500 | $803K | 0.0% | +2.2% | 0.080% | |
| 2/17/2025 | Baird Financial Group Inc. | 429,568 | $10.61M | 0.0% | +1.0% | 1.061% | |
| 2/17/2025 | Ameriprise Financial Inc. | 579,540 | $14.31M | 0.0% | +5.8% | 1.431% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 74,688 | $1.85M | 0.0% | +10.8% | 0.184% | |
| 2/12/2025 | Front Row Advisors LLC | 5,315 | $131K | 0.0% | +17.7% | 0.013% | |
| 2/12/2025 | JPMorgan Chase & Co. | 489,084 | $12.08M | 0.0% | +24.7% | 1.208% | |
| 2/12/2025 | Wells Financial Advisors INC | 10,660 | $263K | 0.4% | +13.8% | 0.026% | |
| 2/11/2025 | TD Private Client Wealth LLC | 56,133 | $1.39M | 0.0% | +5.3% | 0.139% | |
| 2/11/2025 | iA Global Asset Management Inc. | 32,600 | $805K | 0.0% | -12.4% | 0.080% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 3,228 | $80K | 0.0% | N/A | 0.008% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,717 | $42K | 0.0% | +904.1% | 0.004% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,418 | $60K | 0.0% | +37.3% | 0.006% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 6,995 | $173K | 0.0% | +6.6% | 0.017% | |
| 2/7/2025 | Staley Capital Advisers Inc. | 50,000 | $1.24M | 0.1% | -9.1% | 0.123% | |
| 2/6/2025 | One Capital Management LLC | 62,936 | $1.56M | 0.1% | +1.8% | 0.155% | |
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| 2/5/2025 | Fisher Asset Management LLC | 189,038 | $4.67M | 0.0% | +11.9% | 0.467% | |
| 2/5/2025 | Motco | 1,862 | $46K | 0.0% | +115.5% | 0.005% | |
| 2/4/2025 | Bank of New York Mellon Corp | 569,483 | $14.07M | 0.0% | +1.8% | 1.406% | |
| 2/4/2025 | Wealthspire Advisors LLC | 467,656 | $11.55M | 0.1% | -49.1% | 1.155% | |
| 2/3/2025 | Bear Mountain Capital Inc. | 156,411 | $3.87M | 1.5% | +5.8% | 0.386% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 4,037 | $100K | 0.0% | +53.5% | 0.010% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 141,037 | $3.48M | 0.6% | +26.3% | 0.349% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 19,534 | $482K | 0.0% | +9.1% | 0.048% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 75,465 | $1.86M | 0.0% | +8.9% | 0.187% | |
| 1/17/2025 | Finley Financial LLC | 6,150 | $152K | 0.1% | N/A | 0.015% | |
| 1/16/2025 | UMB Bank n.a. | 36,448 | $900K | 0.0% | -29.5% | 0.090% | |
| 1/13/2025 | Eastern Bank | 341,906 | $8.45M | 0.2% | -0.3% | 0.848% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 300,924 | $7.43M | 0.3% | +25.1% | 0.747% | |
| 1/6/2025 | Canandaigua National Bank & Trust Co. | 74,703 | $1.85M | 0.2% | +2.9% | 0.186% | |
| 1/3/2025 | Central Pacific Bank Trust Division | 13,134 | $324K | 0.0% | +19.3% | 0.033% | |
| 12/26/2024 | JPMorgan Chase & Co. | 392,337 | $9.87M | 0.0% | +332.8% | 1.032% | |
| 11/18/2024 | TD Private Client Wealth LLC | 53,311 | $1.34M | 0.0% | +2.5% | 0.140% | |
| 11/15/2024 | Continuum Advisory LLC | 15,909 | $393K | 0.0% | +4.9% | 0.042% | |
| 11/14/2024 | Flow Traders U.S. LLC | 116,834 | $2.94M | 0.1% | N/A | 0.307% | |
| 11/14/2024 | Captrust Financial Advisors | 8,167 | $205K | 0.0% | N/A | 0.021% | |
| 11/13/2024 | Fisher Asset Management LLC | 169,009 | $4.25M | 0.0% | +1.0% | 0.445% | |
| 11/8/2024 | First Horizon Advisors Inc. | 2,153 | $54K | 0.0% | N/A | 0.006% | |
| 11/5/2024 | Mascoma Wealth Management LLC | 12,688 | $319K | 0.1% | -7.0% | 0.033% | |
| 11/4/2024 | Arrow Financial Corp | 24,545 | $618K | 0.1% | +12.4% | 0.065% | |
| 10/29/2024 | Bear Mountain Capital Inc. | 147,896 | $3.69M | 1.5% | +1.9% | 0.391% | |
| 10/29/2024 | Creative Capital Management Investments LLC | 15,166 | $382K | 0.2% | +24.6% | 0.040% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,761 | $44K | 0.0% | +167.2% | 0.005% | |
| 10/22/2024 | Eastern Bank | 343,097 | $8.63M | 0.2% | +0.3% | 0.910% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 240,585 | $6.05M | 0.3% | +3.7% | 0.638% | |
| 10/10/2024 | Exchange Bank | 18,333 | $461K | 0.4% | +42.1% | 0.049% | |
| 10/10/2024 | Valeo Financial Advisors LLC | 42,483 | $1.07M | 0.0% | +5.5% | 0.113% | |
| 10/8/2024 | Sugarloaf Wealth Management LLC | 1,265 | $32K | 0.0% | N/A | 0.003% | |
| 10/3/2024 | Canandaigua National Bank & Trust Co. | 72,600 | $1.83M | 0.2% | N/A | 0.192% | |
| 8/16/2024 | Front Row Advisors LLC | 4,440 | $109K | 0.0% | +34.5% | 0.012% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 13,637 | $334K | 0.1% | -16.5% | 0.038% | |
| 7/31/2024 | Private Ocean LLC | 461,488 | $11.30M | 1.0% | -0.2% | 1.285% | |
| 7/29/2024 | UMB Bank n.a. | 46,395 | $1.14M | 0.0% | +67.0% | 0.129% | |
| 7/29/2024 | Whittier Trust Co. | 16,811 | $412K | 0.0% | -35.1% | 0.047% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 56,321 | $1.38M | 0.0% | -9.0% | 0.157% | |
| 7/26/2024 | First Command Advisory Services Inc. | 1,142 | $28K | 0.0% | N/A | 0.003% | |
| 7/26/2024 | Bank of New York Mellon Corp | 545,996 | $13.37M | 0.0% | -2.5% | 1.521% | |
| 7/25/2024 | Hills Bank & Trust Co | 4,160 | $102K | 0.0% | N/A | 0.012% | |
| 7/23/2024 | Bear Mountain Capital Inc. | 145,191 | $3.58M | 1.5% | +4.6% | 0.404% | |
| 7/17/2024 | J.Safra Asset Management Corp | 27,687 | $678K | 0.1% | N/A | 0.077% | |
| 7/10/2024 | Exchange Bank | 12,897 | $316K | 0.3% | +36.3% | 0.036% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 231,995 | $5.68M | 0.3% | +5.1% | 0.651% | |
| 5/21/2024 | Arrow Financial Corp | 21,830 | $534K | 0.1% | +13.8% | 0.062% | |
| 5/17/2024 | iA Global Asset Management Inc. | 37,200 | $911K | 0.0% | N/A | 0.106% | |
| 5/15/2024 | Blue Edge Capital LLC | 16,030 | $392K | 0.1% | +11.7% | 0.046% | |
| 5/14/2024 | Payden & Rygel Investment Group | 82,849 | $2.03M | 0.1% | N/A | 0.236% | |
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| 5/6/2024 | Staley Capital Advisers Inc. | 55,000 | $1.35M | 0.1% | -15.4% | 0.156% | |
| 5/6/2024 | Mittelman Wealth Management | 11,951 | $293K | 0.2% | N/A | 0.034% | |
| 5/4/2024 | Gould Asset Management LLC CA | 12,305 | $301K | 0.1% | +12.5% | 0.035% | |
| 4/25/2024 | Bear Mountain Capital Inc. | 138,795 | $3.36M | 1.4% | -0.9% | 0.395% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 92,633 | $2.27M | 0.5% | +6.8% | 0.264% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 40,282 | $977K | 0.0% | +3.1% | 0.115% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 61,861 | $1.51M | 0.0% | -10.9% | 0.176% | |
| 4/17/2024 | Private Ocean LLC | 462,192 | $11.31M | 1.2% | -5.3% | 1.315% | |
| 4/13/2024 | Exchange Bank | 9,461 | $232K | 0.2% | N/A | 0.027% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 220,800 | $5.41M | 0.3% | +8.7% | 0.624% | |
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